Partnering with AMA Victoria

AMA Victoria has established its reputation as the trusted voice of the medical profession, representing doctors and medical practitioners from across the state of Victoria. Just as AMA Victoria looks after the needs and interest of its members, Dixon Advisory has been helping Australians build their life savings and manage their wealth for more than 30 years.

We are excited to partner with AMA Victoria and provide members with investment advice, self managed superannuation solutions and expert insights to help you effectively manage your financial future.

How will this help you?

To launch our new partnership, we will be hosting a range of informative seminars throughout 2018. Designed specifically for AMA members, they can help you navigate the opportunities and challenges presented by today's dynamic economic and investment environment.

We're also pleased to offer AMA members:

a complimentary financial consultation* which can aid you in better understanding some of the general investment and tax-effective strategies available to support your wealth creation journey.

$1,000 discount for AMA Victoria members interested in receiving strategic financial advice or $1,000 first year discount for members who would like to join our ongoing services.

For more than 30 years, Dixon Advisory has helped clients identify, prioritise and achieve their financial goals by assessing their overall situation and developing a customised strategy to help grow and manage their wealth. Some of the key areas we provide Dixon Advisory clients guidance on include:

transition-to-retirement tax strategies

working out an effective super structure

proactive investment advice

estate planning and intergenerational wealth transfer strategies

help managing public service superannuation benefits.

Upcoming seminars*

Is your SMSF prepared for change?

This seminar covers the key challenges and opportunities presented by today’s superannuation and investment environment.

Prefer to speak to someone directly?

Ashley Woodhead

Director, Family Wealth Management
BBus (Fin Plan), CFP®

Ashley is a Director in the Melbourne Office and has a thorough understanding of the comprehensive services Dixon Advisory offers. Ashley’s role is to help people understand their own financial situation and priorities, as well as provide them with information about what the firm does, and why.

After speaking with Ashley, you can then make a more informed decision about whether the solutions Dixon Advisory offers might be suitable for your circumstances.

Contact us

* Places are strictly limited. Information and advice provided at the seminar will be general in nature only. Your personal objectives, financial situations or needs will not be taken into consideration.

*The information provided will be factual information or general advice and suitable for individuals or families with combined retirement assets of more than $300,000. It has been prepared without taking into account your personal objectives, financial situations or needs. Fees and charges may apply to any services or advice provided following any initial free consultation.

The information on this website is general in nature only. It has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice which considers your objectives, financial situation and needs before making any financial or investment decision. Where the website refers to a particular financial product, you should obtain a copy of the relevant product disclosure statement or offer document before making any decision in relation to the product.